Job Summary

Job Description

What is the opportunity?

As Private Client Insurance Specialist, you are responsible for building trusted relationships with Wealth Advisors within RBC Wealth Management Canada and earning the right to work with their High Net Worth clients.  You also will be responsible to build your brand outside of Wealth Management and grow your HNW business utilizing business development activities to support these goals.  You will provide advice based High Net Worth Home and Auto Insurance solutions through a personalized risk assessment approach to protect client’s wealth, possessions and lifestyle.  You will also build relationships with Wealth advisors within assigned Wealth Management locations while working with a team of RBC Insurance High Net Worth Specialists to provide HNW clients with complete solutions.

What will you do?

Contribute to and is responsible/accountable for team sales success through achievement of individual sales goalPartner with WM advisors to effectively meet their clients individual Home and Auto Insurance needs as part of RBC’s strategy to wrap our arms around our clientsDevelop and implement business plan for assigned territory in terms of which WM advisors to target, relationship building plansProvide a superior client experience, creating clients as advocates by listening and connecting with them through the use of effective discovery discussions, leading to tailored solutions aligned to our clients’ needsPromote and create an environment that encourages deepening client relationshipsCommunicate and reinforce RBC Vision, National Office and local strategic direction, organizational values and implementation plansContribute to ONE RBC and refer client’s to Field Sales for Life and Health opportunities.

What do you need to succeed?

Must-have

Damage insurance license (general license)Minimum 5 years previous sales experience in property and casualty insurance Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needsProven experience with relationship management and collaborationStrong business communication and presentation skills, highly driven and self-motivated with a positive and enthusiastic attitudeRemain mobile to accommodate clients, business development and branch meetings (50-75% travel required)

Nice-to-have

Minimum 1-3 years previous sales experience  in private client/high net worth College or University educationCIP Designation, CAIB Designation

What’s in it for you?

A Total Rewards program that includes flexible benefits, work/life balance and career development programs and investment and retirement savings plansCompetitive pay and high-earning potentialAll the tools, training, and team support you need to grow your business and careerFlexible work/life balance optionsSophisticated RBCI software tools to boost your productivity and grow your business

RBC Insurance is an organization that succeeds by bringing out the best in its people. You’ll be part of a supportive, inclusive team that shares common values – including a fundamental respect for each other. At the heart of this is a commitment to diversity. RBC respects and responds to the many competing and evolving priorities in our lives – so you can focus on what you can do best – putting clients first.

Job Skills

Communication, Competitive Markets, Cross-Selling, Customer Knowledge, Customer Needs, Group Problem Solving, Identifying Sales Opportunities, Insurance Products, Perseverance and Follow-Through, Sales, Sales Activities, Sales Closing

Additional Job Details

Address:

1 PLACE VILLE MARIE:MONTRÉAL

City:

MONTRÉAL

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

INSURANCE

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-01-20

Application Deadline:

2025-02-03

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.